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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
226
Macroview Investment Management
Maryland
$25K
EWM
227
Evermay Wealth Management
Virginia
$23K
SBL
228
Sargent Bickham Lagudis
Colorado
$20K +$145 +3 +0.7%
CFD
229
Creative Financial Designs
Indiana
$19K
SC
230
SouthState Corp
Florida
$17K
S
231
SignatureFD
Georgia
$16K
FCMT
232
Founders Capital Management (Texas)
Texas
$15K
SPIA
233
Steward Partners Investment Advisory
New York
$14K
MA
234
MCF Advisors
Kentucky
$12K
GM
235
GeoWealth Management
Illinois
$11K +$12K +247 New
AF
236
Affiance Financial
Minnesota
$10K +$10.4K +215 New
GIA
237
Goodwin Investment Advisory
Georgia
$9K -$2.66K -55 -22%
RG
238
Retirement Group
California
$9K
GRP
239
Global Retirement Partners
California
$9K +$823 +17 +9%
WFA
240
Wipfli Financial Advisors
Wisconsin
$9K +$9.69K +200 New
IFAM
241
Institutional & Family Asset Management
Colorado
$7K
LF
242
Lee Financial
Texas
$7K
FWM
243
Focused Wealth Management
New York
$7K +$48 +1 +0.7%
SC
244
Stephens Consulting
Michigan
$4.93K -$12.5K -259 -70%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.65K -34 -30%
MA
246
Montag & Associates
Georgia
$2K
NSIM
247
North Star Investment Management
Illinois
$2K
CHC
248
City Holding Co
West Virginia
$2K +$2.66K +55 New
CP
249
Castleview Partners
Texas
$1K -$54.5K -1,125 -98%
DWP
250
Destiny Wealth Partners
Florida
$1K -$2.86K -59 -73%